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Wealth Enhancement Trust Services’s Exelon EXC Stock Holding History

Wealth Enhancement Trust Services’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82.4K Buy
1,768
+194
+12% +$8.97K 0.01% 403
2026
Q1 		$77.2K Buy
1,574
+69
+5% +$3.21K 0.01% 391
2025
Q4 		$65.6K Buy
+1,505
New +$68.7K 0.01% 396

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealth Enhancement Trust Services's EXC Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Exelon (EXC) stake by 12% in Q2 2026, buying an estimated $8.97K and bringing the position to 1,768 shares worth $82.4K. The position accounts for 0.01% of the portfolio, ranked #403.

Wealth Enhancement Trust Services first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. 1,029 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,768 shares of Exelon worth $82.4K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 194 Exelon shares in Q2 2026, an estimated $8.97K.
  • Exelon made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #403 holding.
  • Wealth Enhancement Trust Services first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.